The boom in M and A makes Goldman a great pick being that it is the best of breed broker as well as being undervalued.

NYX is a play on the growth of Euronext and the consolidation of exchange industry. The hatred of this stock is also a good catalyst, when good things happen the stock will jump.

TM is a good play on taking market share from the Big Three and the growth of hybrid sales.

MO is a breakup play on the company that has already started with the complete spinoff of Kraft. The next step is the splitting up Domestic and International Tobacco divisions. The big dividend is also great.

A great way to profit from the global demand, specifically China, of copper. The acquisitions of Phelps Dodge has been a great move. The continued consolidation of the mining companies is a good catalyst as well.

A Best of Breed play on the global construction boom. Contrary to what some think, CAT is not levered to US home construction. CAT also benefits from the mining boom.

The maker of Botox and breast implants is the best way to profit from the aging baby boomers who don't want to look old.

The second best way to play the iPhone in addition to wireless demand.